Asset Management - Funds- Internal Client Advisor (Internal Wholesaler) ETF- NY Details

Asset Management - Funds- Internal Client Advisor (Internal Wholesaler) ETF- NY

JPMorgan Chase Bank, N.A. - New York, NY

Employment Type : Full-Time

This position reports to the ETF Sales Desk Manager. The candidate will partner with External Sales Specialists to provide support according to individual financial advisor needs within a defined geographic territory. This includes education for financial advisors and Funds CA's about ETF industry developments / landscape and the JPMorgan suite of ETFs. The candidate must work collaboratively across channels with the Funds Internal Client Advisors to engage and close ETF sales opportunities.

Examples of specific activities include:

• Identify and profile leading advisors through calling efforts, email campaigns, and referrals
• Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business
• Coordinate product presentations to prospective and existing clients via the telephone / internet, meetings, conferences and roadshows.
• Deliver \"the best of the firm\" to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights
• Partner with 1-2 field wholesalers, with responsibilities including outbound calling and prospecting, advisor scheduling, follow ups, and lead generation

• Proven results and demonstrated sustainable achievement in a competitive environment (Drive for achievement)
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
• Capacity to build relationships across entire organization and with our partner firms (Manage relationships)
• Excellent written and verbal communication skills
• Leverage our global resources

• Education: Bachelor degree preferred
• Experience: 2+ year's financial services experience preferred and/or directly related sales leadership experience
• Licenses: Minimum requirement Series 6, Series 7 and 63 preferred

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans